Mergers and Acquisitions

369 topics in this forum

1. Plan termination wind-up activities post stock merger

   By kmhaab, September 20
   • 7 replies
   • 901 views
   • 
   • Luke Bailey
   • September 24

2. Controlled group becomes unrelated mid year

   By mattmc82, September 6
   • 3 replies
   • 175 views
   • 
   • Mike Preston
   • September 11

3. Form 5310

   By JustnERPA, August 23
   • 1 reply
   • 190 views
   • 
   • Luke Bailey
   • August 26

4. A buys 80% of B - what happens to 401(k) plans?

   By M Norton, August 16
   • 5 replies
   • 247 views
   • 
   • Bill Presson
   • August 20

5. transition rule

   By Scuba 401, July 22
   • 6 replies
   • 370 views
   • 
   • ugueth
   • July 26

6. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

   By kmhaab, July 3
   • 7 replies
   • 550 views
   • 
   • DC ERISA Attorney
   • July 9

7. Vesting Service Under Merged Plan

   By scrabelle, June 18
   • 1 reply
   • 194 views
   • 
   • Rafael
   • June 26

8. Transition Rule Applicable?

   By Towanda, April 2
   • 6 replies
   • 464 views
   • 
   • Kevin C
   • April 2

9. Merging a MEP into a Single ER Plan

   By Crocker, March 14
   • 3 replies
   • 403 views
   • 
   • justanotheradmin
   • March 15

10. Investment options after transfer

    By Scuba 401, March 5
    • 2 replies
    • 173 views
    • 
    • Bob the Swimmer
    • March 6

11. HCE after merger

    By Nancy D, December 17, 2018
    • 4 replies
    • 810 views
    • 
    • Below Ground
    • February 28

12. Asset acquisition where employees leased for a short period

    By R. Butler, November 28, 2018
    • 6 replies
    • 598 views
    • 
    • EBECatty
    • February 20

13. merger of SH plan after the 3% is removed?

    By WCC, January 8
    • 2 replies
    • 376 views
    • 
    • WCC
    • January 14

14. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 271 views
    • 
    • RatherBeGolfing
    • December 28, 2018

15. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 168 views
    • 
    • jpod
    • December 6, 2018

16. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 267 views
    • 
    • RatherBeGolfing
    • November 27, 2018

17. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 478 views
    • 
    • Luke Bailey
    • October 4, 2018

18. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 238 views
    • 
    • mefrancis1729
    • October 3, 2018

19. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 213 views
    • 
    • Rai401k
    • September 28, 2018

20. Merging VS Plan into a MEP mid-year

    By jgoodwin, August 13, 2018   

    • merge
    • mep
    • (and 1 more)

      Tagged with:

      • merge
      • mep
      • single plan sponsor
    • 6 replies
    • 622 views
    • 
    • Mike Preston
    • August 14, 2018

21. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 484 views
    • 
    • Luke Bailey
    • August 9, 2018

22. Merging 401k plans with no acquisition or sale

    By jkharvey, July 24, 2018
    • 2 replies
    • 524 views
    • 
    • Luke Bailey
    • July 24, 2018

23. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 419 views
    • 
    • Luke Bailey
    • May 23, 2018

24. Merging SH Plan with Non SH Plan

    By TPA Bob, February 20, 2018   

    • merger
    • safe harbor plan
    • 4 replies
    • 917 views
    • 
    • TPA Bob
    • February 23, 2018

25. Asset Purchase vs. practice sale

    By mjf06241972, February 18, 2018   

    • asset purchase practice sale
    • 1 reply
    • 422 views
    • 
    • EBECatty
    • February 18, 2018